MFG
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Merit Financial Group’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Merit Financial Group’s Portfolio ONEY Stock Details ONEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$527K Sell
4,114
-1,417
-26% -$179K ﹤0.01% 1468
2026
Q1 		$664K Buy
+5,531
New +$671K ﹤0.01% 1201

Other funds holding ONEY

HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Merit Financial Group's ONEY Position: Q2 2026 in Review

Merit Financial Group reduced its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 26% in Q2 2026, selling an estimated $179K and leaving 4,114 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Merit Financial Group first reported a position in ONEY in Q1 2026 and has held it in 2 quarters since. The position peaked at $664K in Q1 2026. 17 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

  • Merit Financial Group held 4,114 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $527K as of Q2 2026.
  • Merit Financial Group sold 1,417 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2026, an estimated $179K.
  • State Street SPDR Russell 1000 Yield Focus ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1468 holding.
  • Merit Financial Group first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q1 2026 and has held it in 2 quarters since.
  • Merit Financial Group's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $664K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.